Account Access

---

At Whiston Asset Management, you have the ability to see your investment, retirement and trust accounts online at the registered custodian: 

• Intuitive navigation and comprehensive account information – including summary, model allocations and holdings and activity detail. 
• Customized reports on your Trust, Custody or Investment Accounts 
• Access to historical account statements with the ability to go green and suppress paper statements

Account Access has never been so easy. 

Stay connected anytime, anywhere with online access with Android, iPhone and iPad. The IBKR Mobile app provides 24 hour access available to clients who have registered for online access.

With online applications, you can review balances, holdings and transactions. Review historical data and transaction history. 

What is the cost to use these apps?
There is no charge to download and use the IBKRMobile App. Depending on your mobile device, you may be charged access fees by your wireless service provider. Please check with your provider for details on possible fees.

What do I need to use these apps?
Your device must be able to access the Internet, and you must have an investment, retirement, trust or custody account with Whiston Asset Management Group and be enrolled for online web access.

New Accounts

 Important New Account Information To help the government fight  the funding of terrorism and money-laundering activities, federal law  requires Whiston Asset Management Group to verify your identity by obtaining  your name, date of birth, address, and a government-issued  identification number before opening your account. In certain  circumstances, Whiston Asset Management Group requires this information for  any person(s) authorized to effect transactions in an account. .  However, Whiston Asset Management Group reserves the right to request  identifying documentation in certain circumstances. Your account may be  restricted and/or closed if Whiston Asset Management Group cannot verify this  information. Whiston Asset Management Group will not be responsible for any  losses or damages (including but not limited to lost opportunities)  resulting from any failure to provide this information or from any restriction  placed upon, or close of, your account.